Scheduling Center
One place to see and manage every time commitment across your business. The Scheduling Center is the engine behind all appointment booking in the portal — when dispatch assigns a tech, when a project task gets a due date, when a matter deadline is set, it all flows here. Conflict detection runs automatically.
Features
- ✓ Month, week, and agenda calendar views
- ✓ Quick-access 📅 panel in the portal header — see what's due without leaving your current page
- ✓ Fuzzy time entry — type
9am,1300,2:30pm— all formats accepted - ✓ Automatic conflict detection — prevents double-booking any resource or tech
- ✓ Alternative time suggestions when a slot is taken
- ✓ Central booking engine — any module (dispatch, service requests, projects, matters) books appointments through the same API
- ✓ Appointments show the source module — click to navigate directly to the linked record
- ✓ Overdue, today, this week, and upcoming views
The header calendar panel
The 📅 button in the portal header gives you a quick view from any screen: overdue items in red, today's commitments, this week, and the next 30 days. Each item links back to its source record. No need to navigate to the Scheduling Center just to check what's next.
Module integration
The Scheduling Center is an API-first engine, not just a UI. When a Service Request is dispatched to a tech, it can automatically create a Scheduling Center appointment with conflict checking. When a Project task is assigned with a due date, it appears in the calendar. Field Service, Subscriptions, and other upcoming modules will use the same engine.